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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,600 | $211,288-60.9% | $178,540-53.7% | $145,884-43.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.37% | 30.27%-19.9pp | 27.15%-16.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,574 | $4,574-43.7% | $3,953-34.9% | $4,662-44.8% |
| Participant deferral / active EE | $7,702 | $6,967+10.6% | $6,281+22.6% | $6,690+15.1% |
| Admin fee / account holder | $229 | $12,105-98.1% | $10,424-97.8% | $13,392-98.3% |